Wealth Management Solutions, Portfolio Management Analyst/Associate

Portfolio Management Group Job

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

Job Responsibilities:

Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection

Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts

Maintain knowledge of each account's unique requirements and sensitivities

Review and trade portfolios, manage orders and execute trades across managed account business including the following:

Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts

Timely implementation of strategic and tactical shifts when announced by Portfolio Construction

Monitoring accounts for model drift and strategy deviation

Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives

Required Qualifications, Skills and Capabilities:

Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required

3-7 years work experience in financial services industry with Private Wealth Management experience preferred

Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management

Demonstrated track record of building relationships with internal and external partners

Prior experience operating within a risk framework